Scheme Overview
JM Midcap Fund (Regular) - Growth
Category: Equity: Mid Cap |
Launch Date: 21-11-2022 |
Asset Class: |
Benchmark: NIFTY Midcap 150 TRI |
Expense Ratio: 2.14% As on ( 30-04-2024) |
Status: Open Ended for subscription |
Minimum Investment: 1000.0 |
Minimum Topup: 100.0 |
Total Assets: 955.02 Cr As on ( 30-04-2024) |
Turn over: 141.97 |
17.6138
0.28 ( 1.6067% )
46.56%
NIFTY Midcap 150 TRI18.01%
PERFORMANCE of JM Midcap Fund (Regular) - Growth
Scheme Performance (%) Data as on - 15-05-2024
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
JM Midcap Fund (Regular) - Growth | 69.05 | - | - | - | 46.56 |
NIFTY MIDCAP 150 TRI | 54.84 | 28.1 | 26.94 | 21.47 | 18.01 |
Equity: Mid Cap | 49.58 | 25.04 | 24.4 | 19.77 | 21.22 |
Yearly Performance (%)
Fund Managers
Satish Ramanathan, Chaitanya Choksi, Gurvinder Singh Wasan
Investment Objective
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.
RETURNS CALCULATOR for JM Midcap Fund (Regular) - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of JM Midcap Fund (Regular) - Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
JM Midcap Fund (Regular) - Growth | - | - | ||||
Equity: Mid Cap | - | - | - | - | - | - |
PEER COMPARISION of JM Midcap Fund (Regular) - Growth
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
JM Midcap Fund (Regular) - Growth | 21-11-2022 | 69.05 | 0.0 | 0.0 | 0.0 | 0.0 |
Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 71.3 | 42.21 | 32.95 | 34.69 | 20.69 |
ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 64.87 | 40.07 | 24.4 | 0.0 | 0.0 |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 61.02 | 38.16 | 28.07 | 27.37 | 0.0 |
HSBC Midcap Fund - Regular Growth | 09-08-2004 | 58.57 | 35.1 | 23.97 | 21.74 | 20.28 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 56.59 | 38.98 | 36.69 | 28.14 | 21.88 |
Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 54.49 | 36.95 | 29.78 | 26.74 | 20.12 |
HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 53.23 | 40.13 | 29.34 | 25.83 | 20.94 |
ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 53.01 | 33.97 | 25.35 | 23.04 | 19.14 |
Tata Mid Cap Growth Fund Regular Plan- Growth Option | 01-07-1994 | 52.77 | 34.95 | 25.6 | 24.59 | 20.65 |